Financial Consultant

4 months ago

Clearwater FL United States Fisher Investments Full time

Stop prospecting Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

 

The Opportunity:

 

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

 

The Day-to-Day:

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Financial Consultant

    1 month ago

    Clearwater, FL, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation...

  • Financial Planning Consultant

    2 weeks ago

    Corona, CA, United States PHP Financial Services Full time

    Description Take Control of Your Future as a Financial Planning Consultant with PHP Financial Services! Are you a self-motivated go-getter ready to build a career that gives you freedom , financial rewards , and the chance to truly make a difference ? PHP Financial Services is looking for driven individuals just like you to join our growing team as...

  • Principal Financial Consultant

    1 week ago

    , IL, United States Discover Financial Services, Inc. Full time

    With us, you’ll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it — we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an...

  • Financial Consultant

    6 days ago

    Clearwater, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Financial Consultant

    6 days ago

    Clearwater, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

  • Senior Financial Consultant

    1 month ago

    Clearwater, FL, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Financial Planning Consultant

    2 weeks ago

    , WI, United States Northwestern Mutual Full time

    Summary Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant time in person working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high quality plans to their...

  • Senior Financial Consultant

    1 week ago

    Atlanta, GA, United States AHEAD Full time

    AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We...

  • Accounting Consultant OH

    4 weeks ago

    Columbus, OH, United States Creative Financial Staffing Full time

    ? Join the Financial Revolution as an Accounting Consultant with CFS Columbus! ? About The Company: CFS Columbus, in collaboration with a leading organization, is on the lookout for a dynamic individual to join as an Accounting Consultant. Join a team that thrives on excellence and seize the opportunity to make a significant impact in a company that values...

  • Accounting Consultant

    1 month ago

    Oxford, CT, United States Creative Financial Staffing Full time

    Job TitleAccounting ConsultantPosition OverviewOur client is seeking an Accounting Consultant to bring organization and structure to their multiple business entities. With over $100 million in total revenue and several affiliated companies in construction and leasing, we need an experienced professional to support financial reporting, streamline accounting...

  • Financial Consultant

    3 months ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

  • Finance Advisor

    1 week ago

    Los Angeles, CA, United States Akalia Consultant Full time

    Akalia Consultant is searching for a knowledgeable Finance Advisor to join our team in Los Angeles. This position offers a unique opportunity to provide expert financial guidance, helping clients reach their financial objectives with strategies tailored to their needs. As a Finance Advisor, you will play a critical role in assessing financial situations,...

  • Retirement Plan Consultant

    2 weeks ago

    Miami, FL, United States Corebridge Financial, Inc. Full time

    Retirement Plan Consultant - Miami, FL Who we are Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad...

  • Accounting Consultant CT

    3 weeks ago

    Oxford, CT, United States Creative Financial Staffing Full time

    Job Title: Accounting ConsultantPosition OverviewOur client is seeking an Accounting Consultant to bring organization and structure to their multiple business entities. With over $100 million in total revenue and several affiliated companies in construction and leasing, we need an experienced professional to support financial reporting, streamline accounting...

  • Financial Planning Consultant

    3 months ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant...

  • Financial Planning Consultant

    2 months ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant...

  • COUNTRY Trust Bank Financial Advisor

    3 weeks ago

    Beaverton, OR, United States COUNTRY Financial Full time

    Description Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We're looking for ambitious and established candidates who want to own their...

  • Financial Reporting Consultant

    2 weeks ago

    Washington, DC, United States Mastech Inc. Full time

    Mastech Digital is an IT Staffing and Digital Transformation Services company. Mastech Digital provides digital and mainstream technology staff as well as Digital Transformation Services for all American Corporations. We are currently seeking a Financial Reporting Consultant for our client in the Federal domain. We value our professionals, providing...

  • Financial Consultant

    4 weeks ago

    Grand Rapids, MI, United States Flagstar Bank Full time

    The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and...

  • Creative Financial Staffing | VP Finance FL | orlando, fl

    4 weeks ago

    Orlando, FL, United States Creative Financial Staffing Full time

    Vice President Finance or Senior VP Finance $200k - $250k base + 40% bonus (Will pay for the right candidate!)*Relocation to Orlando, FL area providedCompany is international and one of the largest privately owned organizations in their industry.Recently named one of the best places to work in 2021, 2022 and 2023. Responsibilities of the VP of Finance...